the johns hopkins university retirement plan investment ... · fidelity® emerging europe, middle...

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The Johns Hopkins University Retirement Plan Investment Choices through Fidelity The Fidelity investment choices include mutual funds from various asset classes: • Allocation – asset allocation and target date funds • Equities – sector-specific portfolios and various mutual funds • Fixed Income – government and corporate bonds, mortgage securities • Money Market – cash preservation and high liquidity • Real Estate – securities invested in the real estate market Go to the online portal from the Retirement Choice welcome page to view, enroll or change your Retirement Plan fund selections, listed by provider. If you select Fidelity as your investment provider but you do not open an account online with Fidelity, you will be automatically invested in the age-appropriate Vanguard Target Retirement Fund with Fidelity until you create an account and make an investment election. Each year, Johns Hopkins University reviews the fees and administrative costs related to all funds in the university 403(b) plans. You can find information on fees in the fee disclosure notice under Quick Links on the Retirement Choice welcome page. ASSET CLASS: TARGET DATE FUNDS Investment Name Ticker Symbol Fidelity Freedom® 2005 Fund - Class K FSNJX Fidelity Freedom® 2010 Fund - Class K FSNKX Fidelity Freedom® 2015 Fund - Class K FSNLX Fidelity Freedom® 2020 Fund - Class K FSNOX Fidelity Freedom® 2025 Fund - Class K FSNPX Fidelity Freedom® 2030 Fund - Class K FSNQX Fidelity Freedom® 2035 Fund - Class K FSNUX Fidelity Freedom® 2040 Fund - Class K FSNVX Fidelity Freedom® 2045 Fund - Class K FSNZX Fidelity Freedom® 2050 Fund - Class K FNSBX Fidelity Freedom® 2055 Fund - Class K FNSDX Fidelity Freedom® 2060 Fund - Class K FNSFX Fidelity Freedom® 2065 Fund - Class K FFSDX Fidelity Freedom® Income Fund - Class K FNSHX ASSET CLASS: ASSET ALLOCATION Investment Name Ticker Symbol Fidelity Asset Manager® 20% FASIX Fidelity Asset Manager® 30% FTANX Fidelity Asset Manager® 40% FFANX Fidelity Asset Manager® 50% FASMX Fidelity Asset Manager® 60% FSANX THE JOHNS HOPKINS UNIVERSITY RETIREMENT PLAN INVESTMENT CHOICES THROUGH FIDELITY

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Page 1: The Johns Hopkins University Retirement Plan Investment ... · Fidelity® Emerging Europe, Middle East, Africa (EMEA) Fund FEMEX Fidelity® Emerging Markets Discovery Fund FEDDX Fidelity®

The Johns Hopkins University Retirement Plan Investment Choices through FidelityThe Fidelity investment choices include mutual funds from various asset classes:

• Allocation – asset allocation and target date funds • Equities – sector-specific portfolios and various mutual funds • Fixed Income – government and corporate bonds, mortgage securities • Money Market – cash preservation and high liquidity • Real Estate – securities invested in the real estate market

Go to the online portal from the Retirement Choice welcome page to view, enroll or change your Retirement Plan fund selections, listed by provider. If you select Fidelity as your investment provider but you do not open an account online with Fidelity, you will be automatically invested in the age-appropriate Vanguard Target Retirement Fund with Fidelity until you create an account and make an investment election.

Each year, Johns Hopkins University reviews the fees and administrative costs related to all funds in the university 403(b) plans. You can find information on fees in the fee disclosure notice under Quick Links on the Retirement Choice welcome page.

ASSET CLASS: TARGET DATE FUNDS

Investment Name Ticker SymbolFidelity Freedom® 2005 Fund - Class K FSNJX

Fidelity Freedom® 2010 Fund - Class K FSNKX

Fidelity Freedom® 2015 Fund - Class K FSNLX

Fidelity Freedom® 2020 Fund - Class K FSNOX

Fidelity Freedom® 2025 Fund - Class K FSNPX

Fidelity Freedom® 2030 Fund - Class K FSNQX

Fidelity Freedom® 2035 Fund - Class K FSNUX

Fidelity Freedom® 2040 Fund - Class K FSNVX

Fidelity Freedom® 2045 Fund - Class K FSNZX

Fidelity Freedom® 2050 Fund - Class K FNSBX

Fidelity Freedom® 2055 Fund - Class K FNSDX

Fidelity Freedom® 2060 Fund - Class K FNSFX

Fidelity Freedom® 2065 Fund - Class K FFSDX

Fidelity Freedom® Income Fund - Class K FNSHX

ASSET CLASS: ASSET ALLOCATION

Investment Name Ticker SymbolFidelity Asset Manager® 20% FASIX

Fidelity Asset Manager® 30% FTANX

Fidelity Asset Manager® 40% FFANX

Fidelity Asset Manager® 50% FASMX

Fidelity Asset Manager® 60% FSANX

THE JOHNS HOPKINS UNIVERSITY RETIREMENT PLAN INVESTMENT CHOICES THROUGH FIDELITY

Page 2: The Johns Hopkins University Retirement Plan Investment ... · Fidelity® Emerging Europe, Middle East, Africa (EMEA) Fund FEMEX Fidelity® Emerging Markets Discovery Fund FEDDX Fidelity®

ASSET CLASS: ASSET ALLOCATION (CONTINUED)

Investment Name Ticker SymbolFidelity Asset Manager® 70% FASGX

Fidelity Asset Manager® 85% FAMRX

ASSET CLASS: MONEY MARKET (OR SHORT TERM)

Investment Name Ticker SymbolFidelity® Government Cash Reserves FDRXX

Fidelity® Government Money Market Fund SPAXX

Fidelity® Government Money Market Fund - Premium Class FZCXX

Fidelity® Treasury Only Money Market Fund FDLXX

ASSET CLASS: BOND

Investment Name Ticker SymbolBank LoanFidelity® Floating Rate High Income Fund FFRHX

Corporate BondFidelity® Corporate Bond Fund FCBFX

Intermediate GovernmentFidelity® GNMA Fund FGMNX

Fidelity® Government Income Fund FGOVX

Fidelity® Intermediate Treasury Bond Index Fund FUAMX

Intermediate-Term BondFidelity® Intermediate Bond Fund FTHRX

Fidelity® Investment Grade Bond Fund FBNDX

Fidelity® Mortgage Securities Fund FMSFX

Fidelity® Total Bond Fund FTBFX

Fidelity® U.S. Bond Index Fund FXNAX

Inflation-ProtectedFidelity® Inflation-Protected Bond Index Fund FIPDX

High YieldFidelity® Capital & Income Fund FAGIX

Fidelity® Focused High Income Fund FHIFX

Fidelity® Global High Income Fund FGHNX

Fidelity® High Income Fund SPHIX

Emerging Markets BondFidelity® New Markets Income Fund FNMIX

Long GovernmentFidelity® Long-Term Treasury Bond Index Fund FNBGX

Multisector BondFidelity® Strategic Income Fund FADMX

Short GovernmentFidelity® Limited Term Government Fund FFXSX

Fidelity® Short-Term Treasury Bond Index Fund FUMBX

THE JOHNS HOPKINS UNIVERSITY RETIREMENT PLAN INVESTMENT CHOICES THROUGH FIDELITY

Page 3: The Johns Hopkins University Retirement Plan Investment ... · Fidelity® Emerging Europe, Middle East, Africa (EMEA) Fund FEMEX Fidelity® Emerging Markets Discovery Fund FEDDX Fidelity®

Investment Name Ticker SymbolShort-Term BondFidelity® Short-Term bond Fund FSHBX

Ultrashort BondFidelity® Conservative Income Bond Fund FCONX

World BondFidelity® Global Credit Fund FGBFX

ASSET CLASS: BALANCED/HYBRID

Investment Name Ticker SymbolFidelity® Balanced Fund - Class K FBAKX

Fidelity® Four-in-One Index Fund FFNOX

Fidelity® Puritan® Fund - Class K FPUKX

Fidelity® Strategic Dividend & Income® Fund FSDIX

ASSET CLASS: DOMESTIC EQUITIES

Investment Name Ticker SymbolLarge ValueFidelity® Blue Chip Value Fund FBCVX

Fidelity® Equity Dividend Income Fund - Class K FETKX

Fidelity® Equity-Income Fund - Class K FEIKX

Fidelity® Large Cap Value Enhanced Index Fund FLVEX

Fidelity® Stock Selector Large Cap Value Fund FSLVX

Fidelity® Value Discovery Fund - Class K FVDKX

Fidelity® Value Strategies Fund - Class K FVSKX

Large BlendFidelity® 500 Index Fund FXAIX

Fidelity® Dividend Growth Fund - Class K FDGKX

Fidelity® Export and Multinational Fund - Class K FEXKX

Fidelity® Growth & Income Portfolio - Class K FGIKX

Fidelity® Large Cap Core Enhanced Index Fund FLCEX

Fidelity® Large Cap Stock Fund FLCSX

Fidelity® Mega Cap Stock Fund FGRTX

Fidelity® New Millennium Fund FMILX

Fidelity® Total Market Index Fund FSKAX

Large GrowthFidelity® Blue Chip Growth Fund - Class K FBGKX

Fidelity® Contrafund® - Class K FCNKX

Fidelity® Focused Stock Fund FTQGX

Fidelity® Fund - Class K FFDKX

Fidelity® Growth Company Fund - Class K FGCKX

Fidelity® Growth Discovery Fund - Class K FGDKX

THE JOHNS HOPKINS UNIVERSITY RETIREMENT PLAN INVESTMENT CHOICES THROUGH FIDELITY

Page 4: The Johns Hopkins University Retirement Plan Investment ... · Fidelity® Emerging Europe, Middle East, Africa (EMEA) Fund FEMEX Fidelity® Emerging Markets Discovery Fund FEDDX Fidelity®

Investment Name Ticker SymbolLarge Growth (continued)Fidelity® Large Cap Growth Enhanced Index Fund FLGEX

Fidelity® Magellan® Fund - Class K FMGKX

Fidelity® Nasdaq® Composite Index Fund FNCMX

Fidelity® OTC Portfolio - Class K FOCKX

Fidelity® Stock Selector All Cap Fund - Class K FSSKX

Fidelity® Trend Fund FTRNX

Mid ValueFidelity® Low-Priced Stock Fund - Class K FLPKX

Fidelity® Mid Cap Enhanced Index Fund FMEIX

Fidelity® Mid Cap Value Fund FSMVX

Fidelity® Value Fund - Class K FVLKX

Mid BlendFidelity® Extended Market Index Fund FSMAX

Fidelity® Mid Cap Index Fund FSMDX

Fidelity® Stock Selector Mid Cap Fund FSSMX

Mid GrowthFidelity® Growth Strategies Fund - Class K FAGKX

Fidelity® Mid-Cap Stock Fund - Class K FKMCX

Small ValueFidelity® Small Cap Value Fund FCPVX

Small BlendFidelity® Small Cap Enhanced Index Fund FCPEX

Fidelity® Small Cap Index Fund FSSNX

Fidelity® Small Cap Stock Fund FSLCX

Fidelity® Stock Selector Small Cap Fund FDSCX

Small GrowthFidelity® Small Cap Growth Fund FCPGX

ASSET CLASS: INTERNATIONAL/GLOBAL

Investment Name Ticker SymbolForeign Large BlendFidelity® Global ex U.S. Index Fund FSGGX

Fidelity® International Index Fund FSPSX

Foreign Large GrowthFidelity® Diversified International Fund - Class K FDIKX

Fidelity® International Capital Appreciation Fund FIVFX

Fidelity® International Discovery Fund - Class K FIDKX

Fidelity® International Growth Fund FIGFX

Fidelity® Overseas Fund - Class K FOSKX

Fidelity® Total International Equity Fund FTIEX

Foreign Large ValueFidelity® International Enhanced Index Fund FIENX

Fidelity® International Value Fund FIVLX

THE JOHNS HOPKINS UNIVERSITY RETIREMENT PLAN INVESTMENT CHOICES THROUGH FIDELITY

Page 5: The Johns Hopkins University Retirement Plan Investment ... · Fidelity® Emerging Europe, Middle East, Africa (EMEA) Fund FEMEX Fidelity® Emerging Markets Discovery Fund FEDDX Fidelity®

Investment Name Ticker SymbolForeign Small/Mid BlendFidelity® International Small Cap Fund FISMX

Foreign Small/Mid GrowthFidelity® International Small Cap Opportunities Fund FSCOX

Global Real EstateFidelity® International Real Estate Fund FIREX

World Large StockFidelity® Global Equity Income Fund FGILX

Fidelity® Worldwide Fund FWWFX

RegionalsFidelity® Canada Fund FICDX

Fidelity® China Region Fund FHKCX

Fidelity® Emerging Asia Fund FSEAX

Fidelity® Europe Fund FIEUX

Fidelity® Japan Fund FJPNX

Fidelity® Japan Smaller Companies Fund FJSCX

Fidelity® Latin America Fund FLATX

Fidelity® Nordic Fund FNORX

Fidelity® Pacific Basin Fund FPBFX

Diversified Emerging MarketsFidelity® Emerging Europe, Middle East, Africa (EMEA) Fund FEMEX

Fidelity® Emerging Markets Discovery Fund FEDDX

Fidelity® Emerging Markets Fund - Class K FKEMX

Fidelity® Emerging Markets Index Fund FPADX

Fidelity® Total Emerging Markets Fund FTEMX

ASSET CLASS: SPECIALTY

Investment Name Ticker SymbolFidelity® Global Commodity Stock Fund FFGCX

Fidelity® Real Estate Income Fund FRIFX

Fidelity® Real Estate Investment Portfolio FRESX

Fidelity® Select Air Transportation Portfolio FSAIX

Fidelity® Real Estate Index Fund FSRNX

Fidelity® Select Automotive Portfolio FSAVX

Fidelity® Select Banking Portfolio FSRBX

Fidelity® Select Brokerage and Investment Management Portfolio FSLBX

Fidelity® Select Chemicals Portfolio FSCHX

Fidelity® Select Construction and Housing Portfolio FSHOX

Fidelity® Select Consumer Discretionary Portfolio FSCPX

Fidelity® Select Consumer Finance Portfolio FSVLX

THE JOHNS HOPKINS UNIVERSITY RETIREMENT PLAN INVESTMENT CHOICES THROUGH FIDELITY

Page 6: The Johns Hopkins University Retirement Plan Investment ... · Fidelity® Emerging Europe, Middle East, Africa (EMEA) Fund FEMEX Fidelity® Emerging Markets Discovery Fund FEDDX Fidelity®

ASSET CLASS: SPECIALTY (CONTINUED)

Investment Name Ticker SymbolFidelity® Select Defense and Aerospace Portfolio FSDAX

Fidelity® Select Energy Portfolio FSENX

Fidelity® Select Environment and Alternative Energy Portfolio FSLEX

Fidelity® Select Financial Services Portfolio FIDSX

Fidelity® Select Gold Portfolio FSAGX

Fidelity® Select Health Care Portfolio FSPHX

Fidelity® Select Health Care Services Portfolio FSHCX

Fidelity® Select Industrials Portfolio FCYIX

Fidelity® Select Insurance Portfolio FSPCX

Fidelity® Select IT Services Portfolio FBSOX

Fidelity® Select Leisure Portfolio FDLSX

Fidelity® Select Materials Portfolio FSDPX

Fidelity® Select Medical Technology and Devices Portfolio FSMEX

Fidelity® Select Natural Gas Portfolio FSNGX

Fidelity® Select Natural Resources Portfolio FNARX

Fidelity® Select Retailing Portfolio FSRPX

Fidelity® Select Semiconductors Portfolio FSELX

Fidelity® Select Software and IT Services Portfolio FSCSX

Fidelity® Select Technology Portfolio FSPTX

Fidelity® Select Telecommunications Portfolio FSTCX

Fidelity® Select Transportation Portfolio FSRFX

Fidelity® Select Utilities Portfolio FSUTX

Fidelity® Select Wireless Portfolio FWRLX

Fidelity® Telecom and Utilities Fund FIUIX

141034641 (11/19)

THE JOHNS HOPKINS UNIVERSITY RETIREMENT PLAN INVESTMENT CHOICES THROUGH FIDELITY